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How do I use the AI Assistant feature?

Updated over 3 weeks ago

Introduction

Business Profile Setup:

Users must set up their Business Profile in the system, detailing their business name, services, and other relevant details to help create relevant info while using the AI Writing Assistant.

Utilize Our AI Features & AI Writing Assistant

Our tool is equipped with AI lead generation tools to provide an enhanced experience for users. The tools, currently in their first version, can automatically generate content and gather insights on prospective leads.

Key Features:

  • Social Profile Integration: The tools can pull social profiles such as Facebook, Instagram, LinkedIn, Twitter, and YouTube from a website, and then integrate these into the CRM.

  • Website Analysis: The tools can analyze whether a site uses Google Tag Manager, and Google Analytics, or has a Facebook pixel, offering insight into the company's online advertising efforts.

  • Introductions: Based on the user’s business profile and analysis of the lead's website, the AI can auto-generate a unique introductory paragraph tailored to each lead.

  • Company Summaries: A manual tool where, upon clicking, the AI provides a bullet-pointed summary about the lead company, allowing salespeople to have a quick overview before approaching them.

  • Email Subject Line Generator: Users can click on this tool to generate an email subject line that is based on a combination of their prospect's business and what the user's company has to offer them.

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